The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 1,387 10,246 SH   SOLE   10,246 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,444 16,986 SH   SOLE   16,986 0 0
ALPHABET INC CAP STK CL C 02079K107 2,023 699 SH   SOLE   699 0 0
AMAZON COM INC COM 023135106 250 75 SH   SOLE   75 0 0
AMGEN INC COM 031162100 1,262 5,609 SH   SOLE   5,609 0 0
ANTHEM INC COM 036752103 210 452 SH   SOLE   452 0 0
APPLE INC COM 037833100 11,977 67,452 SH   SOLE   67,452 0 0
AT&T INC COM 00206R102 538 21,862 SH   SOLE   21,862 0 0
BLACKSTONE INC COM 09260D107 233 1,800 SH   SOLE   1,800 0 0
BOEING CO COM 097023105 631 3,132 SH   SOLE   3,132 0 0
BROADCOM INC COM 11135F101 1,858 2,792 SH   SOLE   2,792 0 0
CATERPILLAR INC COM 149123101 1,748 8,457 SH   SOLE   8,457 0 0
CHEVRON CORP NEW COM 166764100 1,235 10,526 SH   SOLE   10,526 0 0
CIGNA CORP NEW COM 125523100 838 3,651 SH   SOLE   3,651 0 0
CISCO SYS INC COM 17275R102 1,919 30,287 SH   SOLE   30,287 0 0
CITIZENS FINL GROUP INC COM 174610105 1,151 24,370 SH   SOLE   24,370 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 381 17,522 SH   SOLE   17,522 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,396 5,561 SH   SOLE   5,561 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,223 5,860 SH   SOLE   5,860 0 0
CVS HEALTH CORP COM 126650100 1,620 15,702 SH   SOLE   15,702 0 0
DISCOVER FINL SVCS COM 254709108 1,449 12,542 SH   SOLE   12,542 0 0
DISNEY WALT CO COM 254687106 1,361 8,784 SH   SOLE   8,784 0 0
DOLLAR GEN CORP NEW COM 256677105 1,669 7,079 SH   SOLE   7,079 0 0
DOW INC COM 260557103 1,040 18,344 SH   SOLE   18,344 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,272 12,122 SH   SOLE   12,122 0 0
EATON CORP PLC SHS G29183103 1,634 9,457 SH   SOLE   9,457 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,744 13,462 SH   SOLE   13,462 0 0
EOG RES INC COM 26875P101 462 5,201 SH   SOLE   5,201 0 0
GILEAD SCIENCES INC COM 375558103 889 12,243 SH   SOLE   12,243 0 0
GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 849 10,056 SH   SOLE   10,056 0 0
HOME DEPOT INC COM 437076102 2,562 6,174 SH   SOLE   6,174 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 315 2,922 SH   SOLE   2,922 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,012 4,953 SH   SOLE   4,953 0 0
IRON MTN INC NEW COM 46284V101 1,122 21,443 SH   SOLE   21,443 0 0
JPMORGAN CHASE & CO COM 46625H100 1,590 10,044 SH   SOLE   10,044 0 0
KEYCORP COM 493267108 1,461 63,176 SH   SOLE   63,176 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 965 4,673 SH   SOLE   4,673 0 0
KINDER MORGAN INC DEL COM 49456B101 569 35,873 SH   SOLE   35,873 0 0
KLA CORP COM NEW 482480100 600 1,396 SH   SOLE   1,396 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 753 2,395 SH   SOLE   2,395 0 0
LILLY ELI & CO COM 532457108 4,958 17,948 SH   SOLE   17,948 0 0
LINDE PLC SHS G5494J103 679 1,959 SH   SOLE   1,959 0 0
LOWES COS INC COM 548661107 1,215 4,702 SH   SOLE   4,702 0 0
MARTIN MARIETTA MATLS INC COM 573284106 867 1,969 SH   SOLE   1,969 0 0
MARVELL TECHNOLOGY INC COM 573874104 393 4,493 SH   SOLE   4,493 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,373 3,821 SH   SOLE   3,821 0 0
MCDONALDS CORP COM 580135101 214 797 SH   SOLE   797 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 1,164 49,255 SH   SOLE   49,255 0 0
MERCURY GENL CORP NEW COM 589400100 597 11,254 SH   SOLE   11,254 0 0
META PLATFORMS INC CL A 30303M102 837 2,489 SH   SOLE   2,489 0 0
MICROSOFT CORP COM 594918104 8,775 26,090 SH   SOLE   26,090 0 0
MORGAN STANLEY COM NEW 617446448 1,712 17,438 SH   SOLE   17,438 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,511 5,562 SH   SOLE   5,562 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 841 78,530 SH   SOLE   78,530 0 0
NEXTERA ENERGY INC COM 65339F101 252 2,698 SH   SOLE   2,698 0 0
NIKE INC CL B 654106103 2,217 13,303 SH   SOLE   13,303 0 0
NORTONLIFELOCK INC COM 668771108 784 30,176 SH   SOLE   30,176 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,840 8,077 SH   SOLE   8,077 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 330 922 SH   SOLE   922 0 0
ONEOK INC NEW COM 682680103 1,341 22,814 SH   SOLE   22,814 0 0
PALO ALTO NETWORKS INC COM 697435105 1,611 2,894 SH   SOLE   2,894 0 0
PAYPAL HLDGS INC COM 70450Y103 1,338 7,095 SH   SOLE   7,095 0 0
PFIZER INC COM 717081103 397 6,727 SH   SOLE   6,727 0 0
PGIM ETF TR ULTRA SHORT 69344A107 460 9,300 SH   SOLE   9,300 0 0
PROCTER AND GAMBLE CO COM 742718109 1,229 7,514 SH   SOLE   7,514 0 0
PRUDENTIAL FINL INC COM 744320102 1,088 10,051 SH   SOLE   10,051 0 0
QUALCOMM INC COM 747525103 1,947 10,645 SH   SOLE   10,645 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,323 15,370 SH   SOLE   15,370 0 0
REALTY INCOME CORP COM 756109104 1,495 20,881 SH   SOLE   20,881 0 0
RIO TINTO PLC SPONSORED ADR 767204100 2,568 38,362 SH   SOLE   38,362 0 0
SALESFORCE COM INC COM 79466L302 914 3,598 SH   SOLE   3,598 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 953 150,000 SH   SOLE   150,000 0 0
SOUTHWEST AIRLS CO COM 844741108 613 14,298 SH   SOLE   14,298 0 0
STANLEY BLACK & DECKER INC COM 854502101 545 2,892 SH   SOLE   2,892 0 0
STELLANTIS N.V SHS N82405106 263 14,000 SH   SOLE   14,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,362 19,636 SH   SOLE   19,636 0 0
TJX COS INC NEW COM 872540109 1,712 22,554 SH   SOLE   22,554 0 0
TRACTOR SUPPLY CO COM 892356106 2,873 12,042 SH   SOLE   12,042 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 1,762 8,721 SH   SOLE   8,721 0 0
TYSON FOODS INC CL A 902494103 1,415 16,234 SH   SOLE   16,234 0 0
ULTA BEAUTY INC COM 90384S303 865 2,098 SH   SOLE   2,098 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,362 6,356 SH   SOLE   6,356 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,632 5,241 SH   SOLE   5,241 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,278 24,600 SH   SOLE   24,600 0 0
VISA INC COM CL A 92826C839 1,133 5,226 SH   SOLE   5,226 0 0
VULCAN MATLS CO COM 929160109 1,473 7,097 SH   SOLE   7,097 0 0
WALMART INC COM 931142103 1,705 11,784 SH   SOLE   11,784 0 0